VP Wealth Advisor - High-Net-Worth Client Growth

United Overseas Bank

Muar

On-site

MYR 120,000 - 240,000

Full time

5 days ago

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Job summary

United Overseas Bank (Malaysia) Bhd is seeking an experienced Relationship Manager to nurture relationships with high net worth clients and drive revenue growth in wealth management. You will assess client needs, offer tailored financial solutions, and cross-sell bank products to optimize portfolios.

Ideal candidates bring experience in servicing high-net-worth clientele, strong integrity, and excellent communication skills, with a proactive, results-driven mindset in a dynamic banking

Qualifications

Experience in servicing high net worth clientele.
High integrity and professionalism, strong relationship skills.
Strong communication and interpersonal skills.
Dynamic, results-driven and self-motivated.

Responsibilities

Acquire and nurture relationships with a group of high net worth customers to strengthen relationships and generate revenue.
Manage key relationships with existing and potential customers and provide sound advice in the management of their finances.
Analyse and match customers' financial requirements with the bank's offerings to grow investment opportunities.
Proactively cross-sell other banking products and services.
Deliver on wealth revenue performance, client growth, product penetration and excellent client experience.
Identify business opportunities to drive performance in line with strategy.

Skills

Wealth management

Relationship management

Cross-selling

Financial planning

Job description

Ideal candidates bring experience in servicing high-net-worth clientele, strong integrity, and excellent communication skills, with a proactive, results-driven mindset in a dynamic banking

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